Client Engagement Specialist / Appointment Setter

Job Description

Job Description

Client Engagement Specialist / Appointment Setter

Full-Time | Monday–Friday | In-Office
$52,000 Base Salary + Bonus Opportunities
8:30 AM – 5:00 PM

Are You a People Person Who Loves a Great Conversation?

If you’re someone who can easily strike up a conversation, enjoys connecting with people, and gets satisfaction from helping others take the next step, you may be exactly who we’re looking for.

At Financial Services of America (FSA) , we help individuals and families feel more confident about one of the biggest transitions in their lives — retirement. And you don’t need to be a financial expert to be part of that mission.

We’re looking for a friendly, motivated Client Engagement Specialist / Appointment Setter to join our team. You’ll be one of the first people prospective clients speak with, so your ability to make someone feel comfortable, heard, and excited to meet with us is what matters most.

Financial services experience is not required. If you’re great with people, comfortable on the phone, willing to learn, and motivated by goals, we’d love to talk with you.

What Does the Job Actually Look Like?

Your main goal is simple: have great conversations and help connect prospective clients with our financial advisors.

You’ll reach out to individuals who have shown interest in learning more about retirement planning, get to know them a little, answer basic questions about FSA, and schedule a time for them to meet with one of our advisors.

We provide the prospective clients — you focus on building the connection.

A typical day might include:

• Calling prospective clients provided by FSA
• Having friendly, genuine conversations about what brought them to us
• Sharing a little about who we are and how we help
• Scheduling appointments with our financial advisors
• Following up by phone, text, or email
• Keeping notes and appointments organized in our CRM
• Working closely with our advisors and other team members
• Celebrating wins and working toward individual and team goals

You Might Be a Great Fit If...

You don’t need a background in finance. We’re looking for personality, drive, and a willingness to learn.

You may love this role if you:

• Genuinely enjoy talking to people
• Are comfortable picking up the phone and starting a conversation
• Have a warm, upbeat, and professional personality
• Are a good listener and can naturally build rapport
• Like having goals to work toward
• Are dependable and organized
• Enjoy being part of a team
• Are coachable and open to feedback
• Have a positive attitude, even when you hear “not right now”
• Want a position where your effort can directly impact your success

Experience in customer service, hospitality, retail, inside sales, appointment setting, call centers, or other people-focused roles can be a great foundation for this position, but it is not required.

What You'll Earn

We believe in providing the stability of a strong base salary while also rewarding performance.

$52,000 annual base salary
+ Performance-based bonus opportunities
+ Additional earning potential based on results

Why FSA?

We’re proud that Financial Services of America has been recognized as one of Michigan’s Top Workplaces for 14 consecutive years.

But awards aren't what make people enjoy coming to work every day — people do.

We’ve worked hard to create an environment where team members support each other, hard work is recognized, and people have opportunities to learn and grow. We take what we do for our clients seriously, but we also believe you should enjoy the people you work with and feel like you're part of something.

Our values aren't just words on a wall. They're how we try to show up every day:

World Class — We want our clients to walk away impressed by their experience.

Dedicated — We show up for our clients, our teammates, and our families.

One Team, One Goal — We help each other succeed because we're better together.

Driven — We're always looking for ways to learn, improve, and grow.

Great Attitude — We believe attitude matters, and we want people who bring positive energy to the team.

Benefits & Perks

• Health Benefits
• 401(k)
• Paid Time Off
• Paid Holidays
• Performance-Based Bonuses
• Monday–Friday Schedule
• No Nights or Weekends
• Professional Training and Support
• Opportunities for Growth and Advancement
• A Team-Oriented Work Environment

Ready for Something New?

Maybe you've worked in customer service. Maybe you've been in sales. Maybe you're simply the person everyone says is “great with people.”

You don't need to know everything about retirement planning to get started. We'll teach you what you need to know.

What we're looking for is someone who is motivated, personable, dependable, and excited to become part of a team.

If you're ready for a full-time career where you can connect with people, be rewarded for your results, and make a difference in someone's journey toward retirement , we'd love to meet you.

Apply today and come see what makes FSA a Top Workplace.